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Exxon Mobil Corp
(30231G102)

Funds Reporting Holdings of Exxon Mobil Corp according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Tower Bridge Advisors Inc 209,990 $16,091,552k Jun 30, 2019 Aug 6, 2019
First Eagle Investment Management LLC 18,827,113 $1,442,722k Jun 30, 2019 Aug 13, 2019
MOON Capital Management LLC 11,494 $880,748k Jun 30, 2019 Jul 11, 2019
Retirement Income Solutions Inc 7,620 $584,000k Jun 30, 2019 Jul 23, 2019
Charles Schwab Investment Advisory Inc 5,191,079 $397,793k Jun 30, 2019 Aug 12, 2019
Brandywine Global Investment Management LLC 3,726,132 $285,534k Jun 30, 2019 Aug 14, 2019
Harding Loevner LP 2,671,738 $204,735k Jun 30, 2019 Aug 14, 2019
Pzena Investment Management LLC 2,622,536 $200,965k Jun 30, 2019 Aug 2, 2019
1919 Investment Counsel LLC 1,936,884 $182,164k Sep 30, 2014 Nov 14, 2014
Yacktman Asset Management LP 2,297,976 $176,094k Jun 30, 2019 Aug 2, 2019
Schafer Cullen Capital Management Inc 2,066,343 $160,410k Jun 30, 2019 Jul 30, 2019
Kiltearn Partners LLP 1,897,525 $145,407k Jun 30, 2019 Jul 30, 2019
Panagora Asset Management Inc 1,810,994 $138,776k Jun 30, 2019 Aug 9, 2019
Holowesko Partners Ltd 1,574,400 $120,646k Jun 30, 2019 Aug 12, 2019
Doliver Capital Advisors LP 1,341,396 $102,791k Jun 30, 2019 Jul 25, 2019
Avalon Advisors LLC 1,018,016 $78,011k Jun 30, 2019 Aug 14, 2019
Castle HOOK Partners LP 1,000,000 $76,630k Put Jun 30, 2019 Aug 14, 2019
Tocqueville Asset Management LP 825,269 $63,240k Jun 30, 2019 Jul 31, 2019
QS Investors LLC 754,046 $57,783k Jun 30, 2019 Aug 14, 2019
Madison Investment Holdings Inc 717,987 $55,019k Jun 30, 2019 Aug 13, 2019
Rossmore Private Capital LLC 694,927 $53,252k Jun 30, 2019 Aug 5, 2019
Cohen & Steers Capital Management Inc 609,930 $51,844k Mar 31, 2015 May 15, 2015
SRB Corporation 665,479 $50,996k Jun 30, 2019 Aug 14, 2019
Cambridge Investment Research Advisors Inc 656,242 $50,288k Jun 30, 2019 Aug 15, 2019
Gabelli Funds LLC 656,100 $50,277k Jun 30, 2019 Aug 2, 2019
Foresters Investment Management Company Inc 641,421 $49,152k Jun 30, 2019 Aug 12, 2019
Equity Investment Corporation 607,756 $46,572k Jun 30, 2019 Aug 5, 2019
PRIO Wealth Limited Partnership 545,741 $41,820k Jun 30, 2019 Jul 18, 2019
River ROAD Asset Management LLC 533,579 $40,888k Jun 30, 2019 Aug 12, 2019
Hamlin Capital Management LLC 494,254 $37,875k Jun 30, 2019 Jul 22, 2019
Acadian Asset Management LLC 464,242 $35,574k Jun 30, 2019 Aug 8, 2019
Deprince RACE & Zollo Inc 459,576 $35,217k Jun 30, 2019 Aug 13, 2019
Pacer Advisors Inc 458,198 $35,112k Jun 30, 2019 Aug 12, 2019
Foundation Resource Management Inc 456,216 $34,960k Jun 30, 2019 Jul 10, 2019
Waters Parkerson & Co LLC 450,580 $34,528k Jun 30, 2019 Aug 6, 2019
Investec Asset Management Limited 448,454 $34,365k Jun 30, 2019 Jul 30, 2019
Baring International Investment Ltd 335,132 $33,741k Jun 30, 2014 Jul 21, 2014
Interocean Capital LLC 431,446 $33,062k Jun 30, 2019 Aug 13, 2019
First Manhattan Co 397,828 $30,485k Jun 30, 2019 Aug 16, 2019
Cooke & Bieler LP 383,500 $29,388k Jun 30, 2019 Aug 12, 2019
TDAM USA Inc 375,108 $28,745k Jun 30, 2019 Aug 1, 2019
Cacti Asset Management LLC 379,029 $28,738k Jun 30, 2019 Jul 1, 2019
Schwerin Boyle Capital Management Inc 373,060 $28,588k Jun 30, 2019 Aug 13, 2019
Willis Investment Counsel Inc 367,067 $28,128k Jun 30, 2019 Aug 14, 2019
Mairs and Power Inc 357,513 $27,396k Jun 30, 2019 Aug 14, 2019
Tiedemann Advisors LLC 349,232 $26,766k Jun 30, 2019 Aug 13, 2019
OFI Advisors LLC 349,418 $25,979k Sep 30, 2015 Nov 16, 2015
Perkins Investment Management LLC 310,496 $25,464k Mar 31, 2017 May 15, 2017
Crawford Investment Counsel Inc 331,407 $25,396k Jun 30, 2019 Aug 12, 2019
Morningstar Investment Services LLC 308,120 $23,611k Jun 30, 2019 Aug 13, 2019
Cornerstone Investment Advisors LLC 287,636 $23,241k Mar 31, 2019 May 13, 2019
Cornerstone Advisors LLC 287,636 $23,241k Mar 31, 2019 May 13, 2019
Cornerstone Advisors Inc 287,636 $23,241k Mar 31, 2019 May 13, 2019
BEL AIR Investment Advisors LLC 264,652 $22,771k Sep 30, 2013 Nov 12, 2013
LOWE Brockenbrough & Company Inc 287,835 $22,057k Jun 30, 2019 Aug 12, 2019
Highland Capital Management LLC 277,184 $21,241k Jun 30, 2019 Jul 29, 2019
Aristotle Atlantic Partners LLC 276,624 $21,198k Jun 30, 2019 Aug 13, 2019
American Investment Services Inc 274,958 $21,070k Jun 30, 2019 Aug 6, 2019
Deroy & Devereaux Private Investment Counsel Inc 257,147 $19,705k Jun 30, 2019 Jul 22, 2019
Becker Capital Management Inc 250,857 $19,223k Jun 30, 2019 Aug 8, 2019
Alpha Cubed Investments LLC 250,007 $19,158k Jun 30, 2019 Jul 19, 2019
Lourd Capital LLC 247,215 $18,944k Jun 30, 2019 Jul 11, 2019
Azimuth Capital Management LLC 240,653 $18,441k Jun 30, 2019 Aug 13, 2019
Nikko Asset Management Americas Inc 236,864 $18,151k Jun 30, 2019 Jul 29, 2019
Cullen Capital Management LLC 236,050 $18,089k Jun 30, 2019 Jul 30, 2019
S & Co Inc 235,205 $18,024k Jun 30, 2019 Jul 23, 2019
Goelzer Investment Management Inc 233,699 $17,908k Jun 30, 2019 Jul 29, 2019
Confluence Investment Management LLC 227,774 $17,454k Jun 30, 2019 Jul 24, 2019
Sentry Management Inc 220,434 $16,892k Jun 30, 2019 Aug 12, 2019
Sentry Investment Management LLC 220,434 $16,892k Jun 30, 2019 Aug 12, 2019
Parthenon LLC 215,405 $16,506k Jun 30, 2019 Jul 29, 2019
Eagle Ridge Investment Management LLC 210,231 $16,110k Jun 30, 2019 Aug 1, 2019
Parsec Financial Management Inc 206,638 $15,835k Jun 30, 2019 Jul 23, 2019
Grandfield & DODD LLC 205,388 $15,739k Jun 30, 2019 Jul 29, 2019
Twin Capital Management Inc 204,827 $15,696k Jun 30, 2019 Aug 1, 2019
Howland Capital Management LLC 204,000 $15,633k Jun 30, 2019 Jul 17, 2019
Thompson Investment Management Inc 198,523 $15,213k Jun 30, 2019 Aug 7, 2019
Apriem Advisors 193,359 $14,817k Jun 30, 2019 Aug 14, 2019
Douglass Winthrop Advisors LLC 190,179 $14,573k Jun 30, 2019 Jul 10, 2019
Seizert Capital Partners LLC 185,556 $14,219k Jun 30, 2019 Aug 6, 2019
Chilton Capital Management LLC 184,269 $14,121k Jun 30, 2019 Aug 13, 2019
Montrusco Bolton Investments Inc 183,156 $14,035k Jun 30, 2019 Aug 5, 2019
Dupont Capital Management Corp 179,381 $13,746k Jun 30, 2019 Jul 30, 2019
LEE Danner & BASS Inc 179,065 $13,722k Jun 30, 2019 Jul 30, 2019
Chesley TAFT & Associates LLC 176,792 $13,548k Jun 30, 2019 Jul 10, 2019
Harvey Investment Company LLC 175,751 $13,468k Jun 30, 2019 Jul 16, 2019
Tufton Capital Management LLC 172,140 $13,191k Jun 30, 2019 Jul 26, 2019
Cypress Capital Management LLC 171,651 $13,154k Jun 30, 2019 Aug 5, 2019
BECK MACK & Oliver LLC 171,419 $13,136k Jun 30, 2019 Aug 13, 2019
Adams Diversified Equity Fund Inc 168,400 $12,904k Jun 30, 2019 Jul 29, 2019
Merriman Wealth Management LLC 16,563 $12,681k Jun 30, 2019 Jul 31, 2019
Marble Harbor Investment Counsel LLC 157,958 $12,104k Jun 30, 2019 Aug 7, 2019
BLB & B Advisors LLC 157,493 $12,069k Jun 30, 2019 Jul 29, 2019
Folger Nolan Fleming Douglas Capital Management Inc 154,215 $11,817k Jun 30, 2019 Aug 9, 2019
Wellington Shields Capital Management LLC 153,780 $11,784k Jun 30, 2019 Aug 8, 2019
RWWM Inc 151,705 $11,637k Jun 30, 2019 Aug 9, 2019
Gardner Russo & Gardner LLC 150,932 $11,566k Jun 30, 2019 Aug 13, 2019
Flippin Bruce & Porter Inc 149,448 $11,452k Jun 30, 2019 Aug 6, 2019
Oxbow Advisors LLC 148,315 $11,365k Jun 30, 2019 Aug 7, 2019
Gillespie Robinson & Grimm Inc 144,650 $11,085k Jun 30, 2019 Jul 22, 2019
Advisors Capital Management LLC 141,626 $10,853k Jun 30, 2019 Aug 15, 2019
BOYS Arnold & Company Inc 139,976 $10,726k Jun 30, 2019 Aug 1, 2019
Middleton & Company Inc 139,005 $10,652k Jun 30, 2019 Jul 25, 2019
Hennessy Advisors Inc 138,710 $10,629k Jun 30, 2019 Jul 11, 2019
Castleark Alternatives LLC 136,170 $10,435k Jun 30, 2019 Aug 13, 2019
Stokes & Hubbell Capital Management LLC 128,198 $10,358k Mar 31, 2019 Apr 24, 2019
Montag A & Associates Inc 134,046 $10,272k Jun 30, 2019 Aug 6, 2019
Eagle Global Advisors LLC 132,850 $10,180k Jun 30, 2019 Aug 13, 2019
Centre Asset Management LLC 130,700 $10,016k Jun 30, 2019 Jul 15, 2019
Choate Investment Advisors LLC 128,260 $9,829k Jun 30, 2019 Aug 14, 2019
DEAN Investment Associates LLC 127,456 $9,767k Jun 30, 2019 Aug 14, 2019
Wendell David Associates Inc 127,421 $9,764k Jun 30, 2019 Jul 16, 2019
van Hulzen Asset Management LLC 126,784 $9,715k Jun 30, 2019 Aug 8, 2019
Boston Family Office LLC 126,488 $9,693k Jun 30, 2019 Jul 30, 2019
Callahan Advisors LLC 125,639 $9,628k Jun 30, 2019 Jul 17, 2019
Westchester Capital Management LLC 123,893 $9,494k Jun 30, 2019 Aug 5, 2019
Westchester Capital Management Inc 123,893 $9,494k Jun 30, 2019 Aug 5, 2019
Dodge & COX 122,449 $9,383k Jun 30, 2019 Aug 13, 2019
Birch Hill Investment Advisors LLC 119,522 $9,159k Jun 30, 2019 Jul 22, 2019
Murphy Capital Management Inc 119,058 $9,123k Jun 30, 2019 Jul 22, 2019
Greenwood Gearhart Inc 116,977 $8,964k Jun 30, 2019 Aug 7, 2019
Capital Counsel LLC 116,582 $8,934k Jun 30, 2019 Jul 26, 2019
Capital Investment Counsel Inc 116,582 $8,934k Jun 30, 2019 Jul 26, 2019
Klingenstein Fields & Co LLC 112,909 $8,652k Jun 30, 2019 Aug 12, 2019
YHB Investment Advisors Inc 112,362 $8,610k Jun 30, 2019 Jul 15, 2019
Woodstock Corporation 111,284 $8,528k Jun 30, 2019 Jul 3, 2019
Richard Bernstein Advisors LLC 110,419 $8,461k Jun 30, 2019 Aug 9, 2019
Semper Augustus Investments Group LLC 110,024 $8,431k Jun 30, 2019 Aug 13, 2019
Cutler Investment Counsel LLC 109,794 $8,414k Jun 30, 2019 Aug 5, 2019
Steigerwald Gordon & KOCH Inc 109,600 $8,399k Jun 30, 2019 Jul 15, 2019
Northpointe Capital LLC 109,165 $8,365k Jun 30, 2019 Jul 26, 2019
Carret Asset Management LLC 106,399 $8,153k Jun 30, 2019 Aug 12, 2019
Dowling & Yahnke LLC 103,638 $7,942k Jun 30, 2019 Jul 22, 2019
Buckhead Capital Management LLC 103,277 $7,914k Jun 30, 2019 Aug 1, 2019
Kayne Anderson Rudnick Investment Management LLC 102,608 $7,863k Jun 30, 2019 Aug 14, 2019
Hourglass Capital LLC 101,258 $7,759k Jun 30, 2019 Aug 12, 2019
Pacific Heights Asset Management LLC 100,000 $7,663k Jun 30, 2019 Jul 23, 2019
Viking Fund Management LLC 99,500 $7,625k Jun 30, 2019 Jul 16, 2019
Cohen Klingenstein LLC 99,400 $7,617k Jun 30, 2019 Jul 15, 2019
Badgley Phelps and Bell Inc 98,652 $7,560k Jun 30, 2019 Jul 30, 2019
Isthmus Partners LLC 97,923 $7,504k Jun 30, 2019 Aug 9, 2019
STA Wealth Management LLC 95,450 $7,314k Jun 30, 2019 Aug 14, 2019
Schulhoff & Co Inc 94,332 $7,228k Jun 30, 2019 Aug 7, 2019
Gratus Capital LLC 93,557 $7,169k Jun 30, 2019 Aug 7, 2019
Waverton Investment Management Limited 93,263 $7,147k Jun 30, 2019 Jul 17, 2019
Bragg Financial Advisors Inc 92,705 $7,104k Jun 30, 2019 Aug 14, 2019
Hoylecohen LLC 91,620 $7,021k Jun 30, 2019 Aug 9, 2019
WE Donoghue & Co LLC 86,421 $6,622k Jun 30, 2019 Jul 23, 2019
Keystone Financial Planning Inc 86,365 $6,618k Jun 30, 2019 Aug 5, 2019
Benin Management Corp 86,114 $6,599k Jun 30, 2019 Jul 31, 2019
Hamel Associates Inc 85,257 $6,533k Jun 30, 2019 Aug 5, 2019
Circle ROAD Advisors LP 84,746 $6,494k Jun 30, 2019 Aug 7, 2019
Ancora Family Wealth Advisors LLC 74,338 $6,488k Sep 30, 2016 Nov 4, 2016
Hunter Associates Investment Management LLC 83,135 $6,371k Jun 30, 2019 Aug 8, 2019
LLBH Private Wealth Management LLC 82,971 $6,358k Jun 30, 2019 Aug 13, 2019
Searle & Co 81,308 $6,231k Jun 30, 2019 Jul 17, 2019
West Coast Financial LLC 79,290 $6,076k Jun 30, 2019 Jul 16, 2019
Howard Capital Management Inc 79,192 $6,069k Jun 30, 2019 Jul 24, 2019
Buckley Wealth Management LLC 78,921 $6,048k Jun 30, 2019 Jul 19, 2019
Monarch Capital Management Inc 76,452 $5,859k Jun 30, 2019 Jul 31, 2019
Ashfield Capital Partners LLC 76,344 $5,850k Jun 30, 2019 Jul 29, 2019
Aureus Asset Management LLC 75,374 $5,776k Jun 30, 2019 Aug 14, 2019
KMS Financial Services Inc 60,654 $5,704k Sep 30, 2014 Nov 17, 2014
Marco Investment Management LLC 74,308 $5,694k Jun 30, 2019 Aug 6, 2019
Wealth Alliance Advisory Group LLC 72,499 $5,588k Jun 30, 2019 Jul 17, 2019
Northstar Investment Advisors LLC 72,918 $5,588k Jun 30, 2019 Jul 17, 2019
Northstar Financial Advisors LLC 72,918 $5,588k Jun 30, 2019 Jul 17, 2019
Mengis Capital Management Inc 72,614 $5,564k Jun 30, 2019 Jul 18, 2019
Curbstone Financial Management Corporation 71,966 $5,515k Jun 30, 2019 Jul 9, 2019
Hartwell J M Ltd Partnership 71,826 $5,504k Jun 30, 2019 Jul 31, 2019
Rodgers Brothers Inc 71,801 $5,502k Jun 30, 2019 Aug 14, 2019
South Texas Money Management Ltd 71,618 $5,488k Jun 30, 2019 Jul 2, 2019
Independent Investors Inc 70,859 $5,429k Jun 30, 2019 Jul 18, 2019
Hermes Investment Management Limited 65,624 $5,429k Jun 30, 2018 Jul 24, 2018
GS Investments Inc 69 $5,387k Jun 30, 2019 Aug 9, 2019
SVA Plumb Wealth Management LLC 70,136 $5,375k Jun 30, 2019 Aug 13, 2019
LVW Advisors LLC 69,968 $5,362k Jun 30, 2019 Aug 14, 2019
Haverford Financial Services Inc 69,657 $5,338k Jun 30, 2019 Aug 13, 2019
JGP Wealth Management LLC 69,501 $5,326k Jun 30, 2019 Jul 15, 2019
Schwartz Investment Counsel Inc 69,188 $5,302k Jun 30, 2019 Jul 24, 2019
Bronfman EL Rothschild LP 69,171 $5,301k Jun 30, 2019 Aug 12, 2019
Northstar Asset Management LLC 68,956 $5,284k Jun 30, 2019 Jul 16, 2019
Northstar Asset Management Inc 68,956 $5,284k Jun 30, 2019 Jul 16, 2019
Cambria Investment Management LP 68,844 $5,275k Jun 30, 2019 Aug 12, 2019
Biltmore Family Office LLC 67,860 $5,200k Jun 30, 2019 Jul 31, 2019
Cypress Wealth Services LLC 67,571 $5,178k Jun 30, 2019 Jul 24, 2019
Frontier Wealth Management LLC 66,059 $5,062k Jun 30, 2019 Aug 16, 2019
Ramsay Stattman VELA & Price Inc 65,853 $5,046k Jun 30, 2019 Aug 9, 2019
Bridgecreek Investment Management LLC 64,947 $4,977k Jun 30, 2019 Aug 14, 2019
Woodmont Investment Counsel LLC 64,601 $4,950k Jun 30, 2019 Aug 14, 2019
Appleton Partners Inc 63,223 $4,845k Jun 30, 2019 Jul 25, 2019
SAND Hill Global Advisors LLC 62,416 $4,783k Jun 30, 2019 Aug 13, 2019
Court Place Advisors LLC 61,673 $4,726k Jun 30, 2019 Jul 30, 2019
Aries Wealth Management LLC 60,818 $4,630k Jun 30, 2019 Jul 15, 2019
Graham Capital Management LP 60,000 $4,597k Jun 30, 2019 Aug 14, 2019
Boston Research and Management Inc 59,773 $4,580k Jun 30, 2019 Aug 7, 2019
Smith Salley & Associates LLC 58,626 $4,493k Jun 30, 2019 Jul 12, 2019
ZWJ Investment Counsel Inc 58,478 $4,481k Jun 30, 2019 Jul 24, 2019
Marietta Investment Partners LLC 57,986 $4,443k Jun 30, 2019 Aug 13, 2019
Wallington Asset Management LLC 57,957 $4,441k Jun 30, 2019 Aug 13, 2019
Allied Investment Advisors LLC 57,458 $4,403k Jun 30, 2019 Jul 17, 2019
Baker Avenue Asset Management LP 57,183 $4,381k Jun 30, 2019 Aug 14, 2019
The Rikoon Group LLC 56,922 $4,362k Jun 30, 2019 Aug 6, 2019
Harbour Capital Advisors LLC 56,924 $4,362k Jun 30, 2019 Jul 10, 2019
Venturi Wealth Management LLC 56,871 $4,358k Jun 30, 2019 Aug 7, 2019
Woodley Farra Manion Portfolio Management Inc 56,245 $4,310k Jun 30, 2019 Aug 12, 2019
Granite Investment Advisors LLC 56,250 $4,310k Jun 30, 2019 Jul 23, 2019
Granite Group Advisors LLC 56,250 $4,310k Jun 30, 2019 Jul 23, 2019
Taurus Asset Management LLC 56,192 $4,306k Jun 30, 2019 Aug 14, 2019
BTR Capital Management Inc 55,992 $4,291k Jun 30, 2019 Jul 18, 2019
Cornell Pochily Investment Advisors Inc 55,986 $4,290k Jun 30, 2019 Jul 22, 2019
Tokio Marine Asset Management USA Ltd 55,499 $4,253k Jun 30, 2019 Jul 25, 2019
Chickasaw Capital Management LLC 54,843 $4,203k Jun 30, 2019 Jul 15, 2019
Violich Capital Management 54,615 $4,185k Jun 30, 2019 Jul 22, 2019
Abner Herrman & Brock LLC 54,128 $4,148k Jun 30, 2019 Jul 19, 2019
Spearhead Capital Advisors LLC 54,031 $4,140k Jun 30, 2019 Jul 17, 2019
Strategic Financial Services Inc 53,818 $4,124k Jun 30, 2019 Aug 13, 2019
Thomas Story and SON LLC 53,520 $4,101k Jun 30, 2019 Jul 29, 2019
Olstein Capital Management LP 53,500 $4,100k Jun 30, 2019 Jul 31, 2019
Punch & Associates Investment Management Inc 52,082 $3,991k Jun 30, 2019 Aug 14, 2019
Garland Capital Management Inc 51,882 $3,976k Jun 30, 2019 Jul 24, 2019
Wealthstreet Investment Advisors LLC 51,119 $3,917k Jun 30, 2019 Jul 16, 2019
NTV Asset Management LLC 50,907 $3,901k Jun 30, 2019 Jul 29, 2019
Nelson Roberts Investment Advisors LLC 50,906 $3,901k Jun 30, 2019 Jul 25, 2019
Exchange Capital Management Inc 50,838 $3,896k Jun 30, 2019 Jul 22, 2019
Keating Investment Counselors Inc 50,309 $3,855k Jun 30, 2019 Aug 1, 2019
Yorktown Management and Research Co Inc 50,000 $3,832k Jun 30, 2019 Aug 2, 2019
Wilkins Investment Counsel Inc 49,920 $3,825k Jun 30, 2019 Aug 9, 2019
Wealth Advisors of Tampa BAY LLC 49,464 $3,790k Jun 30, 2019 Jul 23, 2019
AULL & Monroe Investment Management Corp 49,193 $3,770k Jun 30, 2019 Jul 29, 2019
Stevens First Principles Investment Advisors 49,126 $3,764k Jun 30, 2019 Jul 22, 2019
Hall Capital Management Company Inc 48,968 $3,752k Jun 30, 2019 Aug 14, 2019
Summit Financial Wealth Advisors LLC 48,337 $3,704k Jun 30, 2019 Jul 16, 2019
Summit Wealth Advisors Inc 48,337 $3,704k Jun 30, 2019 Jul 16, 2019
Argus Investors' Counsel Inc 48,251 $3,697k Jun 30, 2019 Jul 10, 2019
Triangle Securities Wealth Management 47,483 $3,631k Jun 30, 2019 Jul 10, 2019
Plancorp LLC 47,337 $3,627k Jun 30, 2019 Aug 13, 2019
GFS Advisors LLC 47,060 $3,606k Jun 30, 2019 Aug 1, 2019
DAVY Asset Management Limited 46,918 $3,595k Jun 30, 2019 Jul 19, 2019
Segment Wealth Management LLC 46,758 $3,583k Jun 30, 2019 Jul 29, 2019
Douglas Lane & Associates LLC 46,586 $3,570k Jun 30, 2019 Jul 8, 2019
DUFF & Phelps Investment Management Co 46,165 $3,538k Jun 30, 2019 Aug 2, 2019
The RICE Partnership LLC 46,146 $3,536k Jun 30, 2019 Jul 25, 2019
Guardian Investment Management LLC 46,030 $3,527k Jun 30, 2019 Aug 16, 2019
Legacy Capital Partners Inc 45,982 $3,524k Jun 30, 2019 Jul 16, 2019
Family Management Corporation 45,937 $3,520k Jun 30, 2019 Aug 14, 2019
Dumont & Blake Investment Advisors LLC 45,836 $3,512k Jun 30, 2019 Aug 1, 2019
Karpas Strategies LLC 45,477 $3,485k Jun 30, 2019 Jul 25, 2019
Clear Harbor Asset Management LLC 45,351 $3,475k Jun 30, 2019 Jul 22, 2019
Donald L Hagan LLC 44,777 $3,431k Jun 30, 2019 Jul 18, 2019
Telos Capital Management Inc 44,742 $3,429k Jun 30, 2019 Jul 19, 2019
Pratt Collard Advisory Partners LLC 44,669 $3,423k Jun 30, 2019 Jul 16, 2019
Brown Advisory Securities LLC 44,111 $3,383k Jun 30, 2019 Aug 12, 2019
Advanced Asset Management Advisors Inc 43,965 $3,369k Jun 30, 2019 Aug 2, 2019
Chelsea Counsel Company 40,641 $3,362k Jun 30, 2018 Oct 3, 2018
Monte Financial Group LLC 43,637 $3,344k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Inc 43,431 $3,328k Jun 30, 2019 Aug 7, 2019
Wealth Advisors Group LLC 43,431 $3,328k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors Inc 43,431 $3,328k Jun 30, 2019 Aug 7, 2019
Private Wealth Advisors LLC 43,431 $3,328k Jun 30, 2019 Aug 7, 2019
HCR Wealth Advisors 43,424 $3,328k Jun 30, 2019 Jul 25, 2019
Wellington Shields & Co LLC 42,771 $3,278k Jun 30, 2019 Aug 8, 2019
Altium Wealth Management LLC 42,629 $3,267k Jun 30, 2019 Jul 18, 2019
Marshwinds Advisory Company 47,395 $3,232k Dec 31, 2018 Jan 7, 2019
10-15 Associates Inc 41,921 $3,212k Jun 30, 2019 Aug 12, 2019
Calamos Wealth Management LLC 41,783 $3,202k Jun 30, 2019 Aug 7, 2019
Baugh & Associates LLC 41,737 $3,198k Jun 30, 2019 Jul 23, 2019
Cohen Capital Management Inc 41,460 $3,177k Jun 30, 2019 Aug 7, 2019
Harvest Capital Management Inc 41,384 $3,171k Jun 30, 2019 Aug 7, 2019
Excalibur Management Corp 41,316 $3,166k Jun 30, 2019 Jul 26, 2019
Altavista Wealth Management Inc 41,078 $3,148k Jun 30, 2019 Aug 13, 2019
Aristotle Capital Management LLC 40,968 $3,139k Jun 30, 2019 Aug 14, 2019
DAY & Ennis LLC 40,577 $3,109k Jun 30, 2019 Aug 2, 2019
Janney Capital Management LLC 40,539 $3,107k Jun 30, 2019 Jul 29, 2019
Formidable Asset Management LLC 45,060 $3,073k Dec 31, 2018 Feb 6, 2019
Joel Isaacson & Co LLC 40,044 $3,069k Jun 30, 2019 Jul 11, 2019
Corda Investment Management LLC 39,637 $3,037k Jun 30, 2019 Aug 9, 2019
Newport Wealth Strategies Inc 40,217 $3,036k Jun 30, 2019 Jul 22, 2019
FORT PITT Capital Group LLC 39,176 $3,002k Jun 30, 2019 Aug 9, 2019
Osborne Partners Capital Management LLC 38,701 $2,966k Jun 30, 2019 Jul 18, 2019
Fairview Capital Investment Management LLC 38,637 $2,960k Jun 30, 2019 Aug 14, 2019
RAAB & Moskowitz Asset Management LLC 38,385 $2,941k Jun 30, 2019 Aug 9, 2019
Evanson Asset Management LLC 38,344 $2,938k Jun 30, 2019 Jul 11, 2019
Convergence Investment Partners LLC 38,098 $2,919k Jun 30, 2019 Jul 23, 2019
Main Street Research LLC 38,080 $2,918k Jun 30, 2019 Aug 8, 2019
Vestor Capital LLC 38,003 $2,912k Jun 30, 2019 Aug 6, 2019
Aldebaran Financial Inc 37,595 $2,881k Jun 30, 2019 Aug 14, 2019
Edgestream Partners LP 37,587 $2,880k Jun 30, 2019 Aug 8, 2019
Condor Capital Management 37,349 $2,862k Jun 30, 2019 Aug 5, 2019
Matthew GOFF Investment Advisor LLC 36,634 $2,807k Jun 30, 2019 Aug 5, 2019
Hengehold Capital Management LLC 36,578 $2,803k Jun 30, 2019 Jul 23, 2019
Altfest L J & Co Inc 36,182 $2,773k Jun 30, 2019 Jul 15, 2019
Overbrook Management Corporation 35,996 $2,758k Jun 30, 2019 Aug 13, 2019
Sigma Investment Counselors Inc 35,823 $2,745k Jun 30, 2019 Jul 23, 2019
Mission Wealth Management LP 35,738 $2,739k Jun 30, 2019 Aug 9, 2019
Oliver Luxxe Assets LLC 35,630 $2,725k Jun 30, 2019 Jul 10, 2019
Torch Wealth Management LLC 35,431 $2,715k Jun 30, 2019 Aug 2, 2019
Keeler Thomas Management LLC 35,405 $2,713k Jun 30, 2019 Jul 31, 2019
Cheviot Value Management LLC 34,933 $2,677k Jun 30, 2019 Aug 14, 2019
Valicenti Advisory Services Inc 34,776 $2,665k Jun 30, 2019 Jul 17, 2019
Investment Counsel Inc 34,971 $2,655k Jun 30, 2019 Jul 29, 2019
Private Counsel Group Ltd 34,971 $2,655k Jun 30, 2019 Jul 29, 2019
van Strum & Towne Inc 34,539 $2,647k Jun 30, 2019 Aug 12, 2019
Beacon Investment Advisory Services Inc 34,128 $2,615k Jun 30, 2019 Aug 7, 2019
Blackhawk Capital Partners LLC 34,065 $2,610k Jun 30, 2019 Aug 13, 2019
Mckinley Carter Wealth Services Inc 34,016 $2,607k Jun 30, 2019 Aug 2, 2019
BKD Wealth Advisors LLC 33,611 $2,576k Jun 30, 2019 Jul 10, 2019
Edgewood Management LLC 33,509 $2,568k Jun 30, 2019 Aug 12, 2019
Dividend Assets Capital LLC 33,514 $2,568k Jun 30, 2019 Jul 12, 2019
SFMG LLC 34,276 $2,564k Jun 30, 2019 Aug 5, 2019
Hardman Johnston Global Advisors LLC 33,283 $2,550k Jun 30, 2019 Aug 5, 2019
White Pine Capital LLC 33,228 $2,546k Jun 30, 2019 Aug 14, 2019
Capital Guardian Trust Company 32,720 $2,507k Jun 30, 2019 Aug 14, 2019
Grassi Investment Management LLC 32,701 $2,506k Jun 30, 2019 Jul 10, 2019
Asset Advisors Investment Management LLC 32,354 $2,479k Jun 30, 2019 Jul 25, 2019
GHP Investment Advisors Inc 32,325 $2,477k Jun 30, 2019 Aug 2, 2019
Meristem Family Wealth LLC 32,265 $2,472k Jun 30, 2019 Aug 6, 2019
Bridgewater Associates LP 32,191 $2,467k Jun 30, 2019 Aug 13, 2019
Valmark Advisers Inc 31,933 $2,447k Jun 30, 2019 Aug 7, 2019
Maryland Capital Management LLC 31,658 $2,426k Jun 30, 2019 Aug 13, 2019
Sanders Morris Harris LLC 31,513 $2,414k Jun 30, 2019 Jul 10, 2019
FFCM LLC 31,259 $2,395k Jun 30, 2019 Jul 30, 2019
Private Harbour Investment Management & Counsel LLC 31,090 $2,382k Jun 30, 2019 Aug 6, 2019
HUGH Johnson Advisors LLC 30,916 $2,369k Jun 30, 2019 Aug 6, 2019
Stearns Financial Services Group Inc 30,887 $2,367k Jun 30, 2019 Aug 14, 2019
The Mitchell Group Inc 29,270 $2,365k Mar 31, 2019 May 2, 2019
Benedict Financial Advisors Inc 30,815 $2,361k Jun 30, 2019 Aug 1, 2019
Strategy Asset Managers LLC 30,558 $2,342k Jun 30, 2019 Aug 14, 2019
Levin Capital Strategies LP 30,368 $2,327k Jun 30, 2019 Aug 13, 2019
Bowling Portfolio Management LLC 30,330 $2,324k Jun 30, 2019 Jul 25, 2019
BRAY Capital Advisors LLC 30,293 $2,321k Jun 30, 2019 Jul 29, 2019
Southeast Asset Advisors Inc 30,195 $2,314k Jun 30, 2019 Aug 14, 2019
Good Life Advisors LLC 29,813 $2,296k Jun 30, 2019 Aug 6, 2019
Modera Wealth Management LLC 29,916 $2,292k Jun 30, 2019 Aug 7, 2019
Arlington Financial Advisors LLC 29,911 $2,292k Jun 30, 2019 Aug 5, 2019
RKL Wealth Management LLC 29,737 $2,277k Jun 30, 2019 Aug 2, 2019
Abbrea Capital LLC 29,506 $2,261k Jun 30, 2019 Jul 31, 2019
Lucas Capital Management LLC 29,173 $2,236k Jun 30, 2019 Jul 29, 2019
RFG Advisory LLC 29,051 $2,230k Jun 30, 2019 Aug 23, 2019
Capital Insight Partners LLC 28,967 $2,220k Jun 30, 2019 Jul 9, 2019
Steinberg Global Asset Management Ltd 27,350 $2,210k Mar 31, 2019 Apr 24, 2019
Hedeker Wealth LLC 28,627 $2,193k Jun 30, 2019 Jul 26, 2019
Premier Asset Management LLC 28,483 $2,182k Jun 30, 2019 Aug 7, 2019
Bowen Hanes & Co Inc 28,359 $2,173k Jun 30, 2019 Aug 13, 2019
Drexel Morgan & Co 28,327 $2,171k Jun 30, 2019 Aug 8, 2019
The Bollard Group LLC 28,247 $2,165k Jun 30, 2019 Aug 13, 2019
Murphy Pohlad Asset Management LLC 28,009 $2,146k Jun 30, 2019 Aug 6, 2019
KLCM Advisors Inc 27,981 $2,144k Jun 30, 2019 Aug 15, 2019
Golub Group LLC 27,762 $2,127k Jun 30, 2019 Aug 13, 2019
Brave Asset Management Inc 27,680 $2,121k Jun 30, 2019 Aug 5, 2019
Cfo4Life Group LLC 27,622 $2,117k Jun 30, 2019 Jul 29, 2019
Guild Investment Management Inc 27,530 $2,110k Jun 30, 2019 Jul 29, 2019
Mcrae Capital Management Inc 27,327 $2,094k Jun 30, 2019 Jul 29, 2019
Hartline Investment Corp 27,294 $2,092k Jun 30, 2019 Aug 8, 2019
The Fiduciary Group LLC 27,168 $2,082k Jun 30, 2019 Aug 14, 2019
Summit Asset Management LLC 26,680 $2,045k Jun 30, 2019 Aug 7, 2019
Fenimore Asset Management Inc 26,446 $2,027k Jun 30, 2019 Jul 16, 2019
North American Management Corp 26,443 $2,026k Jun 30, 2019 Jul 30, 2019
Blue FIN Capital Inc 26,418 $2,024k Jun 30, 2019 Jul 22, 2019
DF DENT and Company Inc 26,247 $2,011k Jun 30, 2019 Aug 15, 2019
Family Legacy Inc 26,220 $2,009k Jun 30, 2019 Jul 25, 2019
Portland Global Advisors LLC 26,181 $2,006k Jun 30, 2019 Jul 26, 2019
Alley Company LLC 26,039 $1,995k Jun 30, 2019 Jul 30, 2019
Greatmark Investment Partners Inc 25,895 $1,984k Jun 30, 2019 Aug 5, 2019
South Street Advisors LLC 25,853 $1,981k Jun 30, 2019 Jul 22, 2019
Hollow Brook Wealth Management LLC 25,634 $1,964k Jun 30, 2019 Aug 13, 2019
Baltimore-Washington Financial Advisors Inc 25,606 $1,962k Jun 30, 2019 Jul 25, 2019
American National Registered Investment Advisor Inc 25,593 $1,961k Jun 30, 2019 Aug 5, 2019
Morgan Dempsey Capital Management LLC 25,534 $1,957k Jun 30, 2019 Aug 8, 2019
Berkeley Capital Partners LLC 25,518 $1,955k Jun 30, 2019 Aug 8, 2019
New England Research & Management Inc 25,461 $1,951k Jun 30, 2019 Jul 9, 2019
Baldwin Investment Management LLC 25,352 $1,943k Jun 30, 2019 Aug 6, 2019
Birinyi Associates Inc 25,225 $1,933k Jun 30, 2019 Aug 5, 2019
Bell & Brown Wealth Advisors LLC 24,757 $1,897k Jun 30, 2019 Aug 6, 2019
Stanley-Laman Group Ltd 24,587 $1,884k Jun 30, 2019 Aug 1, 2019
LaSalle Street Capital Management LLC 24,488 $1,877k Jun 30, 2019 Aug 8, 2019
Pacific Global Investment Management Co 24,419 $1,871k Jun 30, 2019 Aug 14, 2019
Quadrant Private Wealth Management LLC 24,371 $1,868k Jun 30, 2019 Aug 13, 2019
Sawgrass Asset Management LLC 24,299 $1,862k Jun 30, 2019 Jul 23, 2019
BFSG LLC 24,255 $1,859k Jun 30, 2019 Jul 30, 2019
Foundations Investment Advisors LLC 24,218 $1,851k Jun 30, 2019 Jul 8, 2019
Oak Asset Management LLC 24,637 $1,850k Jun 30, 2019 Jul 25, 2019
Cubic Asset Management LLC 23,972 $1,837k Jun 30, 2019 Jul 29, 2019
Wrapmanager Inc 23,824 $1,826k Jun 30, 2019 Jul 31, 2019
Goodman Financial Corporation 23,689 $1,815k Jun 30, 2019 Aug 9, 2019
Financial Advisory Service Inc 22,949 $1,759k Jun 30, 2019 Jul 25, 2019
Stokes Capital Advisors LLC 22,895 $1,754k Jun 30, 2019 Jul 15, 2019
Crossvault Capital Management LLC 22,765 $1,744k Jun 30, 2019 Jul 19, 2019
COHO Partners Ltd 22,545 $1,728k Jun 30, 2019 Aug 8, 2019
KARP Capital Management Corporation 22,537 $1,727k Jun 30, 2019 Aug 8, 2019
Fernwood Investment Management LLC 22,415 $1,718k Jun 30, 2019 Aug 1, 2019
Evermay Wealth Management LLC 22,421 $1,718k Jun 30, 2019 Jul 23, 2019
Calton & Associates Inc 22,390 $1,716k Jun 30, 2019 Jul 9, 2019
Washington Capital Management Inc 22,250 $1,705k Jun 30, 2019 Aug 7, 2019
Armbruster Capital Management Inc 22,256 $1,705k Jun 30, 2019 Jul 18, 2019
The Northstar Group Inc 22,177 $1,699k Jun 30, 2019 Jul 12, 2019
Northstar Company LLC 22,177 $1,699k Jun 30, 2019 Jul 12, 2019
180 Wealth Advisors LLC 23,298 $1,688k Jun 30, 2019 Aug 5, 2019
Conservest Capital Advisors Inc 21,665 $1,660k Jun 30, 2019 Jul 10, 2019
Miracle MILE Advisors LLC 21,654 $1,659k Jun 30, 2019 Aug 7, 2019
Green Square Capital LLC 21,573 $1,653k Jun 30, 2019 Aug 14, 2019
Cadinha & Co LLC 21,517 $1,649k Jun 30, 2019 Aug 9, 2019
Edgemoor Investment Advisors Inc 21,413 $1,641k Jun 30, 2019 Aug 9, 2019
Wealthtrust Axiom LLC 21,403 $1,640k Jun 30, 2019 Aug 7, 2019
Summit X 18,204 $1,638k Jun 30, 2019 Aug 13, 2019
West Oak Capital LLC 21,252 $1,629k Jun 30, 2019 Jul 12, 2019
HIGH Falls Advisors Inc 21,233 $1,627k Jun 30, 2019 Aug 15, 2019
Weybosset Research & Management LLC 21,206 $1,625k Jun 30, 2019 Jul 22, 2019
Fluent Financial LLC 21,198 $1,624k Jun 30, 2019 Jul 29, 2019
United Asset Strategies Inc 21,167 $1,622k Jun 30, 2019 Jul 31, 2019
Camelot Portfolios LLC 21,173 $1,622k Jun 30, 2019 Jul 19, 2019
Bigelow Investment Advisors LLC 21,105 $1,617k Jun 30, 2019 Jul 17, 2019
Providence Wealth Advisors LLC 21,222 $1,612k Jun 30, 2019 Jul 22, 2019
Obermeyer WOOD Investment Counsel LLLP 20,933 $1,604k Jun 30, 2019 Aug 13, 2019
Armor Advisors LLC 20,909 $1,602k Jun 30, 2019 Aug 13, 2019
Armor Investment Advisors LLC 20,909 $1,602k Jun 30, 2019 Aug 13, 2019
Carnick & Kubik Group LLC 20,892 $1,601k Jun 30, 2019 Jul 30, 2019
Bingham Osborn & Scarborough LLC 20,880 $1,600k Jun 30, 2019 Aug 2, 2019
Windsor Capital Management LLC 20,729 $1,588k Jun 30, 2019 Aug 2, 2019
Jolley Asset Management LLC 20,600 $1,579k Jun 30, 2019 Jul 22, 2019
Founders Financial Securities LLC 20,495 $1,571k Jun 30, 2019 Jul 22, 2019
Connecticut Wealth Management LLC 20,379 $1,562k Jun 30, 2019 Jul 29, 2019
BP Capital Fund Advisors LLC 20,250 $1,552k Jun 30, 2019 Aug 14, 2019
Highwater Wealth Management LLC 20,120 $1,542k Jun 30, 2019 Jul 18, 2019
WEIK Capital Management Inc 19,828 $1,519k Jun 30, 2019 Aug 9, 2019
Spears Abacus Advisors LLC 19,734 $1,512k Jun 30, 2019 Aug 9, 2019
Lakeview Capital Partners LLC 19,674 $1,508k Jun 30, 2019 Aug 5, 2019
Chatham Capital Group Inc 19,503 $1,495k Jun 30, 2019 Jul 24, 2019
Chesapeake Asset Management LLC 19,468 $1,492k Jun 30, 2019 Aug 6, 2019
Alesco Advisors LLC 19,440 $1,490k Jun 30, 2019 Aug 14, 2019
DB Root & Company LLC 19,170 $1,469k Jun 30, 2019 Jul 19, 2019
Conestoga Capital Advisors LLC 19,104 $1,464k Jun 30, 2019 Aug 2, 2019
Northcoast Asset Management LLC 19,104 $1,464k Jun 30, 2019 Aug 14, 2019
Stillwater Investment Management LLC 19,047 $1,460k Jun 30, 2019 Jul 3, 2019
ST Johns Investment Management Company LLC 18,589 $1,424k Jun 30, 2019 Jul 24, 2019
SNS Financial Group LLC 18,512 $1,419k Jun 30, 2019 Jul 26, 2019
BTC Capital Management Inc 18,477 $1,417k Jun 30, 2019 Jul 26, 2019
Provident Investment Management Inc 18,470 $1,415k Jun 30, 2019 Aug 8, 2019
Tradition Capital Management LLC 17,493 $1,413k Mar 31, 2019 May 7, 2019
Bruderman Asset Management LLC 18,430 $1,412k Jun 30, 2019 Aug 12, 2019
Capital Planning Advisors LLC 18,237 $1,398k Jun 30, 2019 Aug 9, 2019
The London Company of Virginia LLC 17,942 $1,375k Jun 30, 2019 Aug 14, 2019
Signature Financial Management Inc 20,146 $1,373k Dec 31, 2018 Feb 13, 2019
Partnervest Advisory Services LLC 17,692 $1,356k Jun 30, 2019 Aug 7, 2019
Lexaurum Advisors LLC 17,643 $1,352k Jun 30, 2019 Jul 19, 2019
Fagan Associates Inc 17,623 $1,350k Jun 30, 2019 Jul 12, 2019
First Heartland Consultants Inc 17,606 $1,349k Jun 30, 2019 Aug 12, 2019
Cornerstone Advisory LLC 17,584 $1,348k Jun 30, 2019 Aug 8, 2019
TSP Capital Management Group LLC 17,580 $1,347k Jun 30, 2019 Aug 9, 2019
Prospector Partners LLC 17,500 $1,341k Jun 30, 2019 Aug 14, 2019
Aspiriant LLC 17,362 $1,332k Jun 30, 2019 Aug 6, 2019
Burleson & Company LLC 18,347 $1,329k Jun 30, 2019 Aug 5, 2019
PFG Advisors LLC 17,648 $1,321k Jun 30, 2019 Aug 5, 2019
Meridian Investment Counsel Inc 17,115 $1,312k Jun 30, 2019 Aug 13, 2019
Baker Ellis Asset Management LLC 17,097 $1,310k Jun 30, 2019 Aug 12, 2019
Affiance Financial LLC 17,057 $1,307k Jun 30, 2019 Jul 11, 2019
Tiemann Investment Advisors LLC 16,968 $1,300k Jun 30, 2019 Aug 13, 2019
Campbell Newman Asset Management Inc 16,954 $1,299k Jun 30, 2019 Jul 24, 2019
FORT Point Capital Partners LLC 16,611 $1,273k Jun 30, 2019 Aug 9, 2019
Loudon Investment Management LLC 16,577 $1,270k Jun 30, 2019 Aug 13, 2019
Ascension Asset Management LLC 16,473 $1,262k Jun 30, 2019 Jul 23, 2019
Gagnon Securities LLC 16,455 $1,261k Jun 30, 2019 Aug 12, 2019
Managed Asset Portfolios LLC 16,460 $1,261k Jun 30, 2019 Aug 8, 2019
Cardan Capital Partners LLC 16,409 $1,257k Jun 30, 2019 Jul 16, 2019
Sippican Capital Advisors LLC 16,395 $1,256k Jun 30, 2019 Jul 17, 2019
Profit Investment Management LLC 16,370 $1,254k Jun 30, 2019 Jul 16, 2019
F3Logic LLC 16,230 $1,246k Jun 30, 2019 Aug 2, 2019
Vivaldi Capital Management LLC 16,218 $1,243k Jun 30, 2019 Aug 14, 2019
Patton Albertson Miller Group LLC 17,502 $1,240k Jun 30, 2019 Aug 12, 2019
Measured Wealth Private Client Group LLC 16,096 $1,233k Jun 30, 2019 Jul 26, 2019
The WEIL Company 15,946 $1,222k Jun 30, 2019 Aug 12, 2019
Successful Portfolios LLC 15,698 $1,203k Jun 30, 2019 Jul 11, 2019
E & G Advisors LP 15,610 $1,196k Jun 30, 2019 Jul 12, 2019
LONG ROAD Investment Counsel LLC 15,593 $1,195k Jun 30, 2019 Aug 9, 2019
West Branch Capital LLC 15,542 $1,191k Jun 30, 2019 Aug 5, 2019
Argyle Capital Management Inc 15,482 $1,186k Jun 30, 2019 Jul 25, 2019
Access Financial Services Inc 15,477 $1,186k Jun 30, 2019 Jul 24, 2019
CPWM LLC 15,446 $1,184k Jun 30, 2019 Aug 2, 2019
Meritage Portfolio Management Inc 15,281 $1,171k Jun 30, 2019 Jul 30, 2019
EOS Management LP 15,260 $1,169k Jun 30, 2019 Aug 6, 2019
LBMC Investment Advisors LLC 15,258 $1,169k Jun 30, 2019 Jul 18, 2019
ARP Americas LP 15,165 $1,162k Jun 30, 2019 Jul 29, 2019
Augustine Asset Management Inc 15,138 $1,160k Jun 30, 2019 Aug 5, 2019
The Roosevelt Investment Group Inc 15,096 $1,157k Jun 30, 2019 Aug 8, 2019
Johanson Financial Advisors Inc 15,096 $1,156k Jun 30, 2019 Jul 29, 2019
Security Asset Management Inc 14,928 $1,144k Jun 30, 2019 Aug 6, 2019
Shamrock Asset Management LLC 14,731 $1,129k Jun 30, 2019 Aug 9, 2019
Osterweis Capital Management Inc 14,711 $1,127k Jun 30, 2019 Aug 14, 2019
Osterweis Capital Management LLC 14,711 $1,127k Jun 30, 2019 Aug 14, 2019
Murphy Middleton Hinkle & Parker Inc 14,675 $1,125k Jun 30, 2019 Jul 15, 2019
Shoker Investment Counsel Inc 14,693 $1,125k Jun 30, 2019 Aug 9, 2019
New England Private Wealth Advisors LLC 14,625 $1,122k Jun 30, 2019 Aug 8, 2019
Jackson Grant Investment Advisers Inc 14,610 $1,120k Jun 30, 2019 Aug 13, 2019
Cidel Asset Management Inc 14,490 $1,110k Jun 30, 2019 Aug 12, 2019
Staley Capital Advisers Inc 14,399 $1,103k Jun 30, 2019 Aug 9, 2019
Sather Financial Group Inc 14,378 $1,101k Jun 30, 2019 Jul 23, 2019
Auxier Asset Management LLC 14,361 $1,101k Jun 30, 2019 Aug 15, 2019
CWA Asset Management Group LLC 14,358 $1,100k Jun 30, 2019 Aug 13, 2019
FORD Financial Group Inc 14,227 $1,090k Jun 30, 2019 Jul 25, 2019
Cornerstone Capital Inc 14,137 $1,083k Jun 30, 2019 Aug 14, 2019
Cornerstone Capital Corp 14,137 $1,083k Jun 30, 2019 Aug 14, 2019
Lyons Wealth Management LLC 14,095 $1,080k Jun 30, 2019 Aug 13, 2019
Peak Asset Management LLC 14,077 $1,079k Jun 30, 2019 Aug 15, 2019
Dorchester Wealth Management Company 13,950 $1,069k Jun 30, 2019 Jul 19, 2019
Breiter Capital Management Inc 13,844 $1,061k Jun 30, 2019 Aug 23, 2019
UNIO Capital LLC 13,750 $1,047k Jun 30, 2019 Aug 14, 2019
The Financial Consulate Inc 13,574 $1,040k Jun 30, 2019 Jul 24, 2019
Epstein and White Financial LLC 13,896 $1,029k Jun 30, 2019 Jul 19, 2019
Acropolis Investment Management LLC 13,348 $1,023k Jun 30, 2019 Jul 11, 2019
Private Vista LLC 13,284 $1,019k Jun 30, 2019 Jul 19, 2019
Somerset Group LLC 13,064 $1,001k Jun 30, 2019 Aug 12, 2019
Oarsman Capital Inc 12,858 $985k Jun 30, 2019 Aug 13, 2019
BECK Capital Management LLC 12,789 $980k Jun 30, 2019 Aug 14, 2019
SOL Capital Management Co 12,679 $972k Jun 30, 2019 Jul 17, 2019
Lejeune Puetz Investment Counsel 12,649 $969k Jun 30, 2019 Jul 29, 2019
Lehman Financial Resources Inc 11,312 $961k Sep 30, 2018 Nov 14, 2018
TODD Asset Management LLC 12,538 $961k Jun 30, 2019 Aug 6, 2019
Mccollum Christoferson Group LLC 12,519 $959k Jun 30, 2019 Jul 11, 2019
BSW Wealth Partners LLC 12,294 $942k Jun 30, 2019 Aug 13, 2019
Mastrapasqua Asset Management Inc 12,291 $942k Jun 30, 2019 Aug 12, 2019
Stewardship Financial Advisors LLC 12,281 $941k Jun 30, 2019 Aug 12, 2019
Stewardship Advisors LLC 12,281 $941k Jun 30, 2019 Aug 12, 2019
Unison Advisors LLC 12,204 $935k Jun 30, 2019 Jul 11, 2019
Krueger & Catalano Capital Partners LLC 11,920 $913k Jun 30, 2019 Jul 22, 2019
Hendley & Co Inc 11,890 $911k Jun 30, 2019 Aug 8, 2019
Harwood Advisory Group LLC 11,794 $904k Jun 30, 2019 Aug 7, 2019
The Family FIRM Inc 11,614 $890k Jun 30, 2019 Aug 6, 2019
Advisory Alpha LLC 11,769 $883k Jun 30, 2019 Aug 16, 2019
Ironwood Investment Management LLC 11,419 $875k Jun 30, 2019 Aug 14, 2019
Terril Brothers Inc 11,255 $862k Jun 30, 2019 Aug 5, 2019
Cahill Financial Advisors Inc 11,110 $852k Jun 30, 2019 Aug 14, 2019
Annex Advisory Services LLC 10,667 $817k Jun 30, 2019 Jul 18, 2019
Winslow Asset Management Inc 10,576 $810k Jun 30, 2019 Jul 29, 2019
Front Barnett Associates LLC 10,492 $804k Jun 30, 2019 Aug 6, 2019
RNC Capital Management LLC 10,461 $802k Jun 30, 2019 Jul 25, 2019
Regent Investment Management LLC 10,331 $792k Jun 30, 2019 Jul 15, 2019
Secrest Blakey & Associates LLC 10,320 $791k Jun 30, 2019 Aug 13, 2019
New England Investment & Retirement Group Inc 10,255 $786k Jun 30, 2019 Jul 31, 2019
Stony Point Wealth Management Inc 10,376 $783k Jun 30, 2019 Jul 23, 2019
Ballast Inc 10,155 $778k Jun 30, 2019 Jul 26, 2019
Lyell Wealth Management LP 10,095 $774k Jun 30, 2019 Aug 1, 2019
Strategic International Limited 9,978 $765k Jun 30, 2019 Jul 29, 2019
Strategic Financial Group LLC 9,978 $765k Jun 30, 2019 Jul 29, 2019
Jaffetilchin Investment Partners LLC 9,987 $765k Jun 30, 2019 Aug 13, 2019
Wheatland Advisors Inc 9,703 $744k Jun 30, 2019 Aug 7, 2019
Pagnatokarp Partners LLC 9,700 $743k Jun 30, 2019 Aug 8, 2019
Westbourne Investment Advisors Inc 9,586 $735k Jun 30, 2019 Jul 22, 2019
Berkshire Money Management Inc 9,528 $730k Jun 30, 2019 Jul 29, 2019
Salem Capital Management Inc 9,518 $729k Jun 30, 2019 Jul 9, 2019
Gilman Hill Asset Management LLC 9,481 $727k Jun 30, 2019 Jul 17, 2019
Heritage Financial LLC 9,476 $726k Jun 30, 2019 Aug 13, 2019
Heritage Investment Group Inc 9,476 $726k Jun 30, 2019 Aug 13, 2019
Ausdal Financial Partners Inc 9,625 $725k Jun 30, 2019 Aug 5, 2019
Accredited Investors Inc 9,464 $725k Jun 30, 2019 Aug 13, 2019
Fundx Investment Group LLC 9,440 $723k Jun 30, 2019 Aug 5, 2019
Grace Capital 9,350 $716k Jun 30, 2019 Aug 14, 2019
Tributary Capital Management LLC 9,300 $713k Jun 30, 2019 Jul 11, 2019
RB Capital Management LLC 9,284 $711k Jun 30, 2019 Aug 7, 2019
Columbus Macro LLC 9,237 $708k Jun 30, 2019 Jul 16, 2019
Independence Advisors LLC 9,187 $704k Jun 30, 2019 Aug 12, 2019
Shepherd Financial Partners LLC 9,190 $704k Jun 30, 2019 Aug 5, 2019
Independence Financial Advisors LLC 9,187 $704k Jun 30, 2019 Aug 12, 2019
Anchor Capital Advisors LLC 9,148 $701k Jun 30, 2019 Aug 1, 2019
Kingfisher Capital LLC 9,132 $700k Jun 30, 2019 Aug 14, 2019
Cottage Street Advisors LLC 9,055 $694k Jun 30, 2019 Aug 2, 2019
Harbor Advisory Corporation 9,048 $693k Jun 30, 2019 Jul 30, 2019
Harbor Investment Advisory LLC 9,048 $693k Jun 30, 2019 Jul 30, 2019
Foster Dykema Cabot & Co Incorporated 9,038 $693k Jun 30, 2019 Aug 6, 2019
Northwest Investment Counselors LLC 8,938 $685k Jun 30, 2019 Jul 25, 2019
Mcnamara Financial Services Inc 8,465 $684k Jun 30, 2019 Jul 12, 2019
Planning Directions Inc 8,887 $681k Jun 30, 2019 Jul 15, 2019
RAUB Brock Capital Management LP 8,882 $681k Jun 30, 2019 Jul 23, 2019
Sandhill Capital Partners LLC 8,848 $678k Jun 30, 2019 Aug 13, 2019
Wealthstar Advisors LLC 8,765 $671k Jun 30, 2019 Aug 7, 2019
Darrell & King LLC 8,741 $670k Jun 30, 2019 Aug 15, 2019
CAMG Solamere Management LLC 8,706 $668k Jun 30, 2019 Aug 13, 2019
Quest Investment Management LLC 8,500 $651k Jun 30, 2019 Aug 13, 2019
Polaris Greystone Financial Group LLC 8,433 $646k Jun 30, 2019 Jul 25, 2019
MRAZ Amerine & Associates Inc 8,404 $644k Jun 30, 2019 Aug 2, 2019
Klingman and Associates LLC 8,328 $638k Jun 30, 2019 Jul 24, 2019
Carlson Capital Management LLC 8,310 $637k Jun 30, 2019 Jul 15, 2019
Vontobel Swiss Wealth Advisors AG 8,242 $632k Jun 30, 2019 Aug 12, 2019
Bishop & Company Investment Management LLC 8,214 $629k Jun 30, 2019 Aug 9, 2019
Clear Perspective Advisors LLC 8,112 $622k Jun 30, 2019 Aug 12, 2019
Hendershot Investments Inc 8,088 $620k Jun 30, 2019 Jul 31, 2019
Cobiz Wealth LLC 8,063 $618k Jun 30, 2019 Jul 8, 2019
Hallmark Capital Management Inc 8,018 $614k Jun 30, 2019 Aug 8, 2019
Dedora Capital Inc 8,009 $614k Jun 30, 2019 Aug 8, 2019
SPC Financial Inc 7,988 $612k Jun 30, 2019 Aug 1, 2019
Cambridge Advisors Inc 7,891 $605k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors LLC 7,891 $605k Jun 30, 2019 Jul 26, 2019
Wells Trecaso Financial Group LLC 7,847 $601k Jun 30, 2019 Jul 22, 2019
Trillium Asset Management LLC 7,756 $594k Jun 30, 2019 Aug 8, 2019
Quadrant Capital Management LLC 7,446 $571k Jun 30, 2019 Aug 8, 2019
Managed Account Services Inc 7,466 $568k Jun 30, 2019 Jul 15, 2019
Wellesley Investment Partners LLC 7,406 $567k Jun 30, 2019 Aug 5, 2019
Paragon Wealth Strategies LLC 7,277 $558k Jun 30, 2019 Jul 17, 2019
Barber Financial Group 7,255 $556k Jun 30, 2019 Aug 9, 2019
Midwest Professional Planners Ltd 7,248 $555k Jun 30, 2019 Aug 12, 2019
Argent Capital Management LLC 7,226 $554k Jun 30, 2019 Aug 15, 2019
Sicart Associates LLC 7,200 $552k Jun 30, 2019 Jul 23, 2019
Stordahl Capital Management Inc 7,264 $552k Jun 30, 2019 Jul 22, 2019
Northside Capital Management LLC 7,011 $537k Jun 30, 2019 Jul 16, 2019
Marathon Capital Management LLC 7,000 $536k Jun 30, 2019 Jul 25, 2019
Andesa Financial Management Inc 6,915 $531k Jun 30, 2019 Jul 30, 2019
Mirador Capital Partners LP 6,867 $526k Jun 30, 2019 Aug 6, 2019
Castle Rock Wealth Management LLC 6,837 $525k Jun 30, 2019 Aug 8, 2019
Financial Advantage Inc 6,856 $525k Jun 30, 2019 Jul 23, 2019
Financial Sense Advisors Inc 6,834 $524k Jun 30, 2019 Aug 2, 2019
Wiley Bros-Aintree Capital LLC 6,804 $521k Jun 30, 2019 Jul 10, 2019
DEAN Capital Investments Management LLC 6,769 $519k Jun 30, 2019 Aug 12, 2019
Summit Financial LLC 6,762 $518k Jun 30, 2019 Jul 3, 2019
Summit Financial Group Inc 6,762 $518k Jun 30, 2019 Jul 3, 2019
Investment Counselors of Maryland LLC 6,760 $518k Jun 30, 2019 Aug 5, 2019
Cahaba Wealth Management Inc 6,721 $515k Jun 30, 2019 Jul 31, 2019
Huber Financial Advisors LLC 6,695 $513k Jun 30, 2019 Aug 5, 2019
Hamilton Point Investment Advisors LLC 6,588 $505k Jun 30, 2019 Jul 18, 2019
Strategic Investment Advisors LLC 6,530 $500k Jun 30, 2019 Jul 22, 2019
Strategic Advisors LLC 6,530 $500k Jun 30, 2019 Jul 22, 2019
Strategic Investment Advisors Inc 6,530 $500k Jun 30, 2019 Jul 22, 2019
Eubel Brady & Suttman Asset Management Inc 6,443 $494k Jun 30, 2019 Aug 12, 2019
CIM LLC 6,427 $493k Jun 30, 2019 Jul 22, 2019
New England Asset Management Inc 6,440 $493k Jun 30, 2019 Aug 14, 2019
Insight 2811 Inc 6,450 $493k Jun 30, 2019 Jul 9, 2019
Emerald Investment Partners LLC 6,425 $492k Jun 30, 2019 Aug 12, 2019
Paulson Wealth Management Inc 6,496 $490k Jun 30, 2019 Jul 30, 2019
DOCK Street Asset Management Inc 6,367 $488k Jun 30, 2019 Jul 31, 2019
Inspirion Wealth Advisors LLC 6,300 $483k Jun 30, 2019 Jul 15, 2019
The Leuthold Group LLC 6,291 $482k Jun 30, 2019 Aug 14, 2019
Stumpf Capital Management LLC 6,250 $479k Jun 30, 2019 Aug 14, 2019
Keeley-Teton Advisors LLC 6,179 $474k Jun 30, 2019 Aug 12, 2019
JAG Capital Management LLC 6,175 $473k Jun 30, 2019 Jul 22, 2019
RDL Financial Inc 6,150 $471k Jun 30, 2019 Jul 17, 2019
Pettee Investors Inc 6,124 $469k Jun 30, 2019 Aug 7, 2019
The Mathes Company Inc 6,075 $466k Jun 30, 2019 Jul 29, 2019
Canal Capital Management LLC 6,068 $465k Jun 30, 2019 Jul 31, 2019
Brookmont Capital Management LLC 5,954 $456k Jun 30, 2019 Jul 18, 2019
Copperwynd Financial LLC 5,955 $456k Jun 30, 2019 Aug 7, 2019
Probity Advisors Inc 5,919 $454k Jun 30, 2019 Aug 8, 2019
Perritt Capital Management Inc 5,910 $453k Jun 30, 2019 Aug 13, 2019
Wespac Advisors LLC 5,870 $450k Jun 30, 2019 Jul 23, 2019
Retirement Capital Strategies Inc 5,832 $447k Jun 30, 2019 Aug 2, 2019
SYM Financial Corporation 5,819 $446k Jun 30, 2019 Jul 29, 2019
Cramer Rosenthal Mcglynn LLC 5,750 $441k Jun 30, 2019 Aug 13, 2019
Intersect Capital LLC 5,727 $439k Jun 30, 2019 Aug 9, 2019
Landmark Financial Advisors LLC 5,740 $439k Jun 30, 2019 Aug 2, 2019
Lenox Wealth Advisors LLC 5,705 $437k Jun 30, 2019 Jul 12, 2019
Navellier & Associates Inc 5,690 $436k Jun 30, 2019 Jul 17, 2019
Signature Estate & Investment Advisors LLC 5,682 $435k Jun 30, 2019 Aug 1, 2019
Cowen Prime Services LLC 5,670 $434k Jun 30, 2019 Jul 31, 2019
REDW Stanley Financial Advisors LLC 5,418 $415k Jun 30, 2019 Aug 9, 2019
Schaller Investment Group Inc 5,409 $414k Jun 30, 2019 Aug 9, 2019
Towerpoint Wealth LLC 5,515 $410k Jun 30, 2019 Aug 7, 2019
Accuvest Global Advisors 5,253 $403k Jun 30, 2019 Jul 17, 2019
Peak Financial Management Inc 5,244 $402k Jun 30, 2019 Aug 1, 2019
Port Capital LLC 5,243 $402k Jun 30, 2019 Aug 14, 2019
Arnhold LLC 5,228 $401k Jun 30, 2019 Aug 8, 2019
Bramshill Investments LLC 5,221 $400k Jun 30, 2019 Aug 14, 2019
Sterling Global Strategies LLC 4,940 $399k Mar 31, 2019 May 15, 2019
HT Partners LLC 5,210 $399k Jun 30, 2019 Jul 9, 2019
IMS Capital Management Inc 5,191 $398k Jun 30, 2019 Aug 14, 2019
Bruce & Co Inc 5,184 $397k Jun 30, 2019 Aug 14, 2019
Ridgewood Investments LLC 5,163 $396k Jun 30, 2019 Jul 12, 2019
O'Brien Wealth Partners LLC 5,193 $395k Jun 30, 2019 Jul 8, 2019
The Retirement Planning Group Inc 5,117 $392k Jun 30, 2019 Jul 25, 2019
Ballew Advisors Inc 5,053 $389k Jun 30, 2019 Jul 17, 2019
Financial Asset Management Corp 5,052 $387k Jun 30, 2019 Aug 14, 2019
Northwest Wealth Management LLC 5,048 $387k Jun 30, 2019 Jul 23, 2019
Asset Management Group Investment Corp 5,052 $387k Jun 30, 2019 Aug 14, 2019
Trust Asset Management LLC 5,052 $387k Jun 30, 2019 Aug 14, 2019
Private Asset Management Inc 5,052 $387k Jun 30, 2019 Aug 14, 2019
Asset Management Group Inc 5,052 $387k Jun 30, 2019 Aug 14, 2019
Asset Management Corporation 5,052 $387k Jun 30, 2019 Aug 14, 2019
Confluence Wealth Management LLC 5,029 $385k Jun 30, 2019 Aug 9, 2019
Bigsur Wealth Management LLC 5,020 $384k Jun 30, 2019 Jul 5, 2019
Sitrin Capital Management LLC 5,000 $383k Jun 30, 2019 Jul 17, 2019
Gilbert & COOK Inc 4,981 $382k Jun 30, 2019 Aug 5, 2019
Santori & Peters Inc 4,981 $381k Jun 30, 2019 Jul 30, 2019
Alphastar Capital Management LLC 4,921 $377k Jun 30, 2019 Aug 14, 2019
Ifrah Financial Services Inc 4,912 $376k Jun 30, 2019 Aug 6, 2019
Seabridge Investment Advisors LLC 4,889 $375k Jun 30, 2019 Jul 18, 2019
Portfolio Solutions LLC 4,888 $375k Jun 30, 2019 Aug 5, 2019
ARS Investment Partners LLC 4,873 $373k Jun 30, 2019 Aug 12, 2019
Clarkston Capital Partners LLC 4,760 $365k Jun 30, 2019 Jul 24, 2019
WSFS Capital Management LLC 4,755 $364k Jun 30, 2019 Aug 14, 2019
Leonard Rickey Investment Advisors PLLC 4,711 $361k Jun 30, 2019 Jul 10, 2019
Brasada Capital Management LP 4,704 $360k Jun 30, 2019 Aug 7, 2019
ARGA Investment Management LP 4,683 $359k Jun 30, 2019 Jul 31, 2019
Financial Life Advisors LLC 4,670 $358k Jun 30, 2019 Jul 29, 2019
Deltec Asset Management LLC 4,660 $357k Jun 30, 2019 Jul 29, 2019
White Lighthouse Investment Management Inc 4,583 $351k Jun 30, 2019 Jul 31, 2019
Stone RUN Capital LLC 4,579 $351k Jun 30, 2019 Aug 14, 2019
Riverpoint Wealth Management Holdings LLC 4,558 $349k Jun 30, 2019 Aug 12, 2019
Bridgeworth LLC 4,545 $349k Jun 30, 2019 Jul 25, 2019
Crescent Grove Advisors LLC 4,534 $347k Jun 30, 2019 Aug 6, 2019
Barry Investment Advisors LLC 4,520 $346k Jun 30, 2019 Jul 26, 2019
Bourne LENT Asset Management Inc 4,470 $343k Jun 30, 2019 Jul 29, 2019
SFE Investment Counsel Inc 4,482 $343k Jun 30, 2019 Jul 26, 2019
Resource Planning Group Ltd 4,476 $343k Jun 30, 2019 Jul 18, 2019
Round Table Services LLC 4,455 $341k Jun 30, 2019 Jul 17, 2019
Uncommon Cents Investing LLC 4,444 $341k Jun 30, 2019 Jul 12, 2019
Legacy Financial Strategies LLC 4,381 $340k Jun 30, 2019 Jul 15, 2019
Futureadvisor Inc 4,578 $340k Sep 30, 2015 Nov 17, 2015
Poplar Forest Capital LLC 4,390 $336k Jun 30, 2019 Aug 2, 2019
Zevin Asset Management LLC 4,388 $336k Jun 30, 2019 Aug 6, 2019
Capital Wealth Management LLC 4,368 $334k Jun 30, 2019 Aug 12, 2019
Zuckerman Investment Group LLC 4,341 $333k Jun 30, 2019 Aug 14, 2019
Huntington Steele LLC 4,452 $332k Mar 31, 2018 Apr 18, 2018
Diligent Investors LLC 4,265 $327k Jun 30, 2019 Aug 1, 2019
Arbor Wealth Management LLC 4,258 $326k Jun 30, 2019 Jul 16, 2019
NWQ Investment Management Company LLC 4,255 $326k Jun 30, 2019 Aug 14, 2019
ORCA Investment Management LLC 4,258 $326k Jun 30, 2019 Jul 17, 2019
West Chester Capital Advisors Inc 4,228 $326k Jun 30, 2019 Jul 30, 2019
Cooper/Haims Advisors LLC 4,234 $324k Jun 30, 2019 Jul 26, 2019
American Asset Management Inc 4,185 $321k Jun 30, 2019 Jul 31, 2019
Nottingham Advisors Inc 4,112 $315k Jun 30, 2019 Jul 17, 2019
Blue CHIP Wealth Management Inc 4,103 $314k Jun 30, 2019 Aug 13, 2019
Poehling Capital Management Inc 4,071 $312k Jun 30, 2019 Aug 9, 2019
Summit Financial Strategies Inc 4,049 $310k Jun 30, 2019 Aug 8, 2019
Dillon & Associates Inc 3,967 $305k Jun 30, 2019 Jul 22, 2019
ELCO Management Company LLC 3,885 $298k Jun 30, 2019 Aug 1, 2019
Diversified Portfolios Inc 3,893 $298k Jun 30, 2019 Aug 13, 2019
Acorn Wealth Advisors LLC 4,192 $295k Jun 30, 2019 Aug 14, 2019
ELM Advisors LLC 3,817 $292k Jun 30, 2019 Jul 3, 2019
Geller Advisors LLC 3,779 $290k Jun 30, 2019 Aug 14, 2019
Vishria BIRD Financial Group LLC 3,765 $289k Jun 30, 2019 Jul 15, 2019
Sonata Capital Group Inc 3,726 $286k Jun 30, 2019 Aug 5, 2019
Capwealth Advisors LLC 3,726 $286k Jun 30, 2019 Aug 13, 2019
DSC Advisors LP 3,736 $286k Jun 30, 2019 Aug 14, 2019
Saratoga Research & Investment Management 3,725 $285k Jun 30, 2019 Jul 24, 2019
Rothschild Capital Partners LLC 3,700 $284k Jun 30, 2019 Jul 17, 2019
Pinnacle Family Advisors LLC 3,690 $283k Jun 30, 2019 Aug 14, 2019
Vision Capital Management Corporation 3,628 $278k Jun 30, 2019 Jul 29, 2019
Vision Capital Management Inc 3,628 $278k Jun 30, 2019 Jul 29, 2019
Davidson Investment Advisors Inc 3,568 $273k Jun 30, 2019 Aug 13, 2019
Traynor Capital Management Inc 3,563 $272k Jun 30, 2019 Jul 26, 2019
Marietta Wealth Management LLC 3,537 $271k Jun 30, 2019 Aug 14, 2019
Harfst and Associates Inc 3,541 $271k Jun 30, 2019 Aug 14, 2019
Capital Investment Services of America Inc 3,501 $268k Jun 30, 2019 Jul 12, 2019
Brightworth LLC 3,453 $265k Jun 30, 2019 Jul 31, 2019
Personal Resources Investment and Strategic Management Inc 3,437 $263k Jun 30, 2019 Aug 6, 2019
Biegel & Waller LLC 3,422 $262k Jun 30, 2019 Jul 23, 2019
JMG Financial Group Ltd 3,415 $262k Jun 30, 2019 Aug 2, 2019
Princeton Capital Management LLC 3,341 $256k Jun 30, 2019 Aug 12, 2019
KWMG LLC 3,333 $255k Jun 30, 2019 Jul 10, 2019
Total Investment Management Inc 3,530 $251k Jun 30, 2019 Aug 7, 2019
Total Management Group Inc 3,530 $251k Jun 30, 2019 Aug 7, 2019
Blankinship & Foster LLC 3,250 $249k Jun 30, 2019 Jul 30, 2019
Pring/Turner Capital Group Inc 3,650 $249k Dec 31, 2018 Feb 14, 2019
SMH Capital Advisors LLC 3,236 $248k Jun 30, 2019 Aug 5, 2019
Elgethun Capital Management 3,171 $243k Jun 30, 2019 Aug 8, 2019
Willow Creek Wealth Management Inc 3,162 $242k Jun 30, 2019 Jul 22, 2019
Liberty Capital Management Inc 3,140 $241k Jun 30, 2019 Jul 15, 2019
Oak Ridge Investments LLC 3,107 $238k Jun 30, 2019 Aug 14, 2019
Westover Capital Advisors LLC 3,089 $237k Jun 30, 2019 Aug 13, 2019
AFT Forsyth and Company Inc 3,055 $234k Jun 30, 2019 Jul 29, 2019
The Jentner Corporation 3,049 $234k Jun 30, 2019 Jul 16, 2019
Vista Investment Management LLC 3,057 $234k Jun 30, 2019 Aug 14, 2019
Highland Private Wealth Management 3,045 $233k Jun 30, 2019 Aug 13, 2019
Biltmore Wealth Management LLC 3,036 $233k Jun 30, 2019 Jul 23, 2019
GSB Wealth Management LLC 3,000 $230k Jun 30, 2019 Aug 9, 2019
Altman Advisors Inc 3,000 $230k Jun 30, 2019 Jul 12, 2019
Malaga COVE Capital LLC 3,000 $230k Jun 30, 2019 Aug 14, 2019
Strategic Capital Advisers Inc 2,987 $229k Jun 30, 2019 Jul 30, 2019
Horizon Financial Services LLC 2,984 $229k Jun 30, 2019 Aug 13, 2019
Daiwa SB Investments USA Ltd 2,840 $229k Mar 31, 2019 Apr 18, 2019
Horizon Investment Services LLC 2,984 $229k Jun 30, 2019 Aug 13, 2019
Daiwa SB Investments Ltd 2,840 $229k Mar 31, 2019 Apr 18, 2019
Driehaus Capital Management LLC 2,921 $224k Jun 30, 2019 Aug 14, 2019
PURE Financial Advisors Inc 2,906 $223k Jun 30, 2019 Jul 11, 2019
EFG Asset Management Americas Corp 2,802 $221k Jun 30, 2019 Jul 9, 2019
CCM Investment Advisers LLC 2,896 $221k Jun 30, 2019 Aug 5, 2019
Peninsula Asset Management Inc 2,775 $213k Jun 30, 2019 Aug 15, 2019
American Financial Network Advisory Services LLC 2,799 $212k Jun 30, 2019 Aug 9, 2019
Beech Hill Advisors Inc 2,700 $207k Jun 30, 2019 Jul 15, 2019
HM Capital Management LLC 2,646 $203k Jun 30, 2019 Jul 24, 2019
Cranbrook Wealth Management LLC 2,248 $172k Jun 30, 2019 Aug 7, 2019
New Potomac Partners LLC 1,955 $150k Jun 30, 2019 Jul 26, 2019
Brand Asset Management Group Inc 1,776 $136k Jun 30, 2019 Jul 24, 2019
DT Investment Partners LLC 1,710 $131k Jun 30, 2019 Jul 30, 2019
Lucia Wealth Services LLC 1,645 $126k Jun 30, 2019 Jul 23, 2019
Janus Capital Management LLC 1,360 $112k Mar 31, 2017 May 16, 2017
Spinnaker Investment Group LLC 1,444 $110k Jun 30, 2019 Jul 11, 2019
Transamerica Financial Advisors Inc 1,380 $106k Jun 30, 2019 Aug 21, 2019
Macroview Investment Management LLC 1,364 $105k Jun 30, 2019 Jul 23, 2019
America First Investment Advisors LLC 1,177 $90k Jun 30, 2019 Jul 29, 2019
Colrain Capital LLC 1,075 $82k Jun 30, 2019 Aug 6, 2019
Benson Investment Management Company Inc 965 $74k Jun 30, 2019 Jul 11, 2019
Dearborn Partners LLC 886 $68k Jun 30, 2019 Jul 29, 2019
Payden & Rygel 856 $66k Jun 30, 2019 Aug 6, 2019
Interactive Financial Advisors Inc 800 $61k Jun 30, 2019 Jul 17, 2019
Spectrum Management Group Inc 766 $59k Jun 30, 2019 Aug 2, 2019
Spectrum Group Management LLC 766 $59k Jun 30, 2019 Aug 2, 2019
Contravisory Investment Management Inc 606 $46k Jun 30, 2019 Jul 9, 2019
Asset Planning Services Inc 521 $40k Jun 30, 2019 Jul 17, 2019
Asset Planning Services Ltd 521 $40k Jun 30, 2019 Jul 17, 2019
Maytech Global Investments LLC 429 $33k Jun 30, 2019 Aug 12, 2019
Spiderrock Advisors LLC 12,400 $24k Put Jun 30, 2019 Jul 29, 2019
Tower VIEW Investment Management & Research LLC 311 $24k Jun 30, 2019 Jul 17, 2019
The Central Trust Bank 236 $18k Jun 30, 2019 Jul 16, 2019
Beacon Capital Management LLC 200 $15k Jun 30, 2019 Jul 18, 2019
Beacon Capital Management Inc 200 $15k Jun 30, 2019 Jul 18, 2019
Stewart & Patten Co LLC 190 $15k Jun 30, 2019 Jul 17, 2019
Prelude Capital Management LLC 100 $8k Put Jun 30, 2019 Aug 14, 2019
Colonial Trust Advisors Inc 110 $8k Jun 30, 2019 Aug 21, 2019
Thomas J Herzfeld Advisors Inc 73 $6k Jun 30, 2019 Aug 13, 2019
Mitchell Mcleod PUGH & Williams Inc 50 $4k Jun 30, 2019 Jul 9, 2019
Tortoise Capital Advisors LLC 35 $3k Jun 30, 2019 Aug 14, 2019
Permanens Capital LP 41 $3k Jun 30, 2019 Aug 9, 2019
Private Wealth Partners LLC 6,600 $2k Put Jun 30, 2019 Aug 6, 2019
and Wealth Partners LLC 6,600 $2k Put Jun 30, 2019 Aug 6, 2019
Gyroscope Capital Management Group LLC 2,800 $1k Put Jun 30, 2019 Jul 11, 2019
GM Advisory Group Inc 0 $0k Put Jun 30, 2019 Aug 9, 2019

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